Unclaimed Profile

Richard Bennett Rowley

HUDSON VALLEY INVESTMENT ADVISORS, INC.·GOSHEN, New York

Clean recordHUDSON VALLEY INVESTMENT ADVISORS, INC.

117 GRAND STREET, 2ND FLOOR, GOSHEN, NY 10924CRD# 7710971Firm CRD# 107387

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Bennett Rowley · GOSHEN, NY

Registration

CRD #7710971 · HUDSON VALLEY INVESTMENT ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Richard Bennett Rowley is a registered financial advisor based in GOSHEN, New York, affiliated with HUDSON VALLEY INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Introduction

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Firm Overview

Firm

HUDSON VALLEY INVESTMENT ADVISORS, INC.

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at HUDSON VALLEY INVESTMENT ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: PLAN ASSETS UNDER ADVISEMENT

Regulatory

SEC/IARD CRD# 7710971

Firm CRD# 107387

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Richard Bennett Rowley offer?

Richard Bennett Rowley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GOSHEN, New York for a consultation.

What are Richard Bennett Rowley's credentials?

Richard Bennett Rowley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Bennett Rowley located?

Richard Bennett Rowley is based in GOSHEN, New York, working with HUDSON VALLEY INVESTMENT ADVISORS, INC.. Their office serves clients in the GOSHEN metropolitan area and surrounding communities.

How does Richard Bennett Rowley charge for services?

Richard Bennett Rowley's firm is compensated through percentage of aum, hourly charges, subscription fees, other: plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HUDSON VALLEY INVESTMENT ADVISORS, INC.?

HUDSON VALLEY INVESTMENT ADVISORS, INC. has approximately 20 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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